★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Trackinsight checked August 4, 2026
Tool Comparison
Portfolio123 vs Trackinsight
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, quant, and stock ideas, things Trackinsight doesn't offer
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You care about ETF screeners, ETF comparison, and ETF analysis, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio123 and Trackinsight cover a lot of the same ground (8 shared categories, including data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Trackinsight's 14, including screeners, quant, and stock ideas. Trackinsight counters by being completely free.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Trackinsight
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 14 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds stocks and closed-end funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +5 more |
Categories covered | 19 | 14 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | Nasdaq Data Link |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 3 signals: Universe builder, Factor exposure +1 more |
| Try it | Visit Portfolio123 | Visit Trackinsight |
Where each one shines
What Portfolio123 and Trackinsight each do best.ShowHide
Where each one shines
What Portfolio123 and Trackinsight each do best.What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Trackinsight does best
- Screening for a global ETF and ETP universe with filters for objectives, regions, themes, ESG characteristics, benchmarks, and other fund attributes.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- ETF Portfolio Insights for portfolio-level performance, exposure, factor, risk, optimization, and backtesting workflows where included by account or package.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Every detail we compared
Every tracked attribute for Portfolio123 and Trackinsight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Trackinsight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Nasdaq Data Link |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: APIKeyDocs |
Import methods | BrokerOAuthCSV | Manual |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | CSVExcelJSON |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | Portfolio123Support: Forum | TrackinsightCountry: FranceFounded 2014 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free“Essentials” |
| Entry paid plan | $25/mo“Retail Research Plans” | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Portfolio123 and Trackinsight?
Portfolio123 leans toward screeners, data visualizations, and quant, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Trackinsight cost?
Good news: both Portfolio123 and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and Trackinsight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or Trackinsight?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Trackinsight if you'd rather have ETF screeners and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Trackinsight cover?
Both cover ETFs. Portfolio123 also handles stocks and closed-end funds.
Does Portfolio123 or Trackinsight have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Trackinsight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and Trackinsight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or Trackinsight connect to my broker?
Portfolio123 syncs with brokers automatically. With Trackinsight, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Trackinsight?
Both Portfolio123 and Trackinsight include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or Trackinsight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.